gc.alpha's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.comuser/96861/comments http://seekingalpha.com/article/54907-zales-customers-hit-hard-by-housing-market-bubble-and-overextended-credit?source=feed#comment-102574 102574 Tue, 20 Nov 2007 20:57:00 -0500 http://seekingalpha.com/article/54575-recession-watch-it-s-probably-already-here?source=feed#comment-102255 102255 A transport company that's challenged by high fuel costs. Hmmm.
A coffee co with shops at every street corner with problems? - What was their excuse last year - oh yeah - it was so hot that they made a lot of frozen mixed drinks that slowed down their throughput.]]> Sun, 18 Nov 2007 10:53:08 -0500 A transport company that's challenged by high fuel costs. Hmmm.
A coffee co with shops at every street corner with problems? - What was their excuse last year - oh yeah - it was so hot that they made a lot of frozen mixed drinks that slowed down their throughput.]]> http://seekingalpha.com/article/52333-what-was-behind-the-halloween-rally?source=feed#comment-100552 100552 The Dow and S&P are below where they were in July before the first selloff. And US stocks - pick any index including Nasdaq - are at the rear of the pack when compared to the vast majority of international index returns around the globe in '07, and not just China, the poster child for overheated markets, which has itself not been the best national performer of recent years, despite its impressive upward ascent.]]> Thu, 01 Nov 2007 12:39:04 -0400 The Dow and S&P are below where they were in July before the first selloff. And US stocks - pick any index including Nasdaq - are at the rear of the pack when compared to the vast majority of international index returns around the globe in '07, and not just China, the poster child for overheated markets, which has itself not been the best national performer of recent years, despite its impressive upward ascent.]]> http://seekingalpha.com/article/50658-amtech-expects-apple-to-meet-or-beat-in-report-monday?source=feed#comment-99277 99277
Wu hasn't been paying attention. Apple has beaten the Street's estimates continuously for over 4 years, and Jobs consistently guides below the Street looking forward. Jobs doesn't 'lowball' estimates to reign in the Street; he does it to avoid being accused of misguiding investors with unrealistically high expectations: CYA.
If Wu is being honest with his numbers (I'd be skeptical), he is getting further from the mark, not closer, and the December qtr results will not only beat Wu's and Job's low ests, but the current Street ests.
In fact, expect Street ests for December to steadily creep upward, not downward over the coming months, and for those higher numbers to get beat handily.
]]> Sun, 21 Oct 2007 11:01:32 -0400
Wu hasn't been paying attention. Apple has beaten the Street's estimates continuously for over 4 years, and Jobs consistently guides below the Street looking forward. Jobs doesn't 'lowball' estimates to reign in the Street; he does it to avoid being accused of misguiding investors with unrealistically high expectations: CYA.
If Wu is being honest with his numbers (I'd be skeptical), he is getting further from the mark, not closer, and the December qtr results will not only beat Wu's and Job's low ests, but the current Street ests.
In fact, expect Street ests for December to steadily creep upward, not downward over the coming months, and for those higher numbers to get beat handily.
]]> http://seekingalpha.com/article/49739-reduce-your-chinese-holdings-before-the-national-party-congress-begins?source=feed#comment-98576 98576 Sat, 13 Oct 2007 20:24:59 -0400 http://seekingalpha.com/article/48605-apple-s-ibrick-episode-should-be-a-corporate-branding-disaster?source=feed#comment-97278 97278 Wake up - Maytags do break down - all by themselves.
Software updates aren't anti-consumer, they're anti-hacker.
Steve Wadman is equally confused, and couldn't draw a parallel if he had a ruler.

]]> Mon, 01 Oct 2007 10:21:13 -0400 Wake up - Maytags do break down - all by themselves.
Software updates aren't anti-consumer, they're anti-hacker.
Steve Wadman is equally confused, and couldn't draw a parallel if he had a ruler.

]]> http://seekingalpha.com/article/43040-a-look-at-apple-since-the-iphone-launch?source=feed#comment-92577 92577
There's news, and then there's news. For something to be 'in the news' is possibly entirely different from being actual news, and is infrequently newsworthy. In this case we had what could more appropriately be called an unsubstantiated rumor. It's possible to imagine scenarios in which such rumors could be thrust upon John Q Shareholder to get him to sell, and let others privy to the facts to kindly pick up those shares at much lower prices.

More impressive than Q3 top line growth was bottom line of 70% - and in a tough quarter where margins were expected to decline, some iPod buyers were expected to wait and/or buy iPhones, and Mac buyers might just hold off 'til Leapord.]]> Wed, 01 Aug 2007 01:10:11 -0400
There's news, and then there's news. For something to be 'in the news' is possibly entirely different from being actual news, and is infrequently newsworthy. In this case we had what could more appropriately be called an unsubstantiated rumor. It's possible to imagine scenarios in which such rumors could be thrust upon John Q Shareholder to get him to sell, and let others privy to the facts to kindly pick up those shares at much lower prices.

More impressive than Q3 top line growth was bottom line of 70% - and in a tough quarter where margins were expected to decline, some iPod buyers were expected to wait and/or buy iPhones, and Mac buyers might just hold off 'til Leapord.]]>